Dane Balsmann

Advisor at Merrill

Updated today

Location

Cape Girardeau, MO 63701

Credentials

Series 66

Industry experience

2 years

About

Dane Balsmann is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in finance in 2015 and joined Merrill in 2023. Dane focuses on assisting clients with individualized wealth management strategies, including investment management and financial planning. He also advises businesses and institutions on implementing financial strategies.

Dane's expertise includes personal retirement planning, portfolio management services, small business strategies, and retirement income. He employs a comprehensive approach to wealth management that starts with understanding a client's financial situation and goals, then develops a customized strategy that adapts to changing needs and market conditions. Dane provides access to investment insights from Merrill and banking services from Bank of America to address various aspects of clients' financial lives.

He holds a Bachelor's Degree from Southeast Missouri State University and is designated as a Personal Investment Advisor (PIA). Dane resides in Cape Girardeau with his wife, Ashton, and their three children.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Active portfolio management Retirement income strategy Business ownership considerations Tax strategies for small businesses

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Married/Couples/Partners Parents

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

1371 N Mt Auburn Rd

Cape Girardeau, MO 63701

Most active in

Missouri · Texas

Work history

Bank of America N.A.

2023 - Present (3 years)

Merrill

2023 - Present (3 years)

Guaranteed Rate, Inc

2021 - 2023 (2 years)

First Missouri State Bank of Cape County

2019 - 2021 (2 years)

Diamond Residential Mortgage Corp

2017 - 2019 (2 years)

Integrity First Financial Group, Inc

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Retirement income strategy General tax planning
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